More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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While big firms keep getting hit with lawsuits alleging unfair cash sweep policies, MaxMyInterest is generating returns from cash through the competitive marketplace.
August 6
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John Alchemy, M.D., is founder and CEO of Rate-Fast.
He has been practicing occupational and family medicine since 1997 and is a diplomate of the American Board of Family Practice. Dr. Alchemy has performed and reviewed over 10,000 cases (and counting).
August 6
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Researchers wonder if similar regulatory attention could eventually hit the bottom lines of independent broker-dealers and RIAs.
August 6
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Kim Silva has more than 25 years of combined accounting and teaching experience. In addition to her undergraduate degree in accounting, she has a MS in financial crime and compliance management, and is a doctoral candidate (ABD) in management. She recently founded Essential Business Education, and currently is a visiting assistant professor of practice in accounting at Babson College in Wellesley, Massachusetts.
Reach her at
hello@essentialbusinessedu.com or viaLinkedIn .August 6
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These recoveries don't guarantee a bottom has been reached.
August 6
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Priya Krishnan, chief digital, and transformation officer at Bright Horizons has a storied background as an entrepreneur who founded India's leading child care and schooling service provider with more than 150 company-owned, company-operated centers across the country. At Bright Horizons, she leads all client relationships for the US, International M&A, and innovation projects. Priya joined the Bright Horizons family after founding and running KLAY, a high-quality childcare organization, which has grown to become India's largest childcare company.
August 5
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Financial planners have had to field plenty of questions about why they weren't more aggressively chasing returns. With the market correction, they now have a chance to show the benefits of a diversified strategy.
August 5
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Like cable companies, Fidelity Investments has joined the bundled pricing trend, targeting smaller firms with lower-cost options to access their multiservice platforms.
August 5
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Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.
August 5
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